Sage 300, connected to the systems around it
Sage 300 holds the ledger. Getting data out for consolidation and back in from other systems is still manual work. We automate both directions.
- Multi-company
- Fiscal-calendar aware
- Repeat-safe loads
- Fixed-price quotes
Both directions, automated
Corporate asks for a trial balance feed every month. Payroll files arrive and someone keys the entries in. Sage 300 does the accounting, but people are still doing the moving.
Trial balance extracts for consolidation
Multi-company pulls formatted to your consolidation platform's spec and delivered by SFTP on schedule. Built for corporate platforms like OneStream.
Automated journal entry imports
Files from payroll or corporate systems are validated against your live Sage 300 data, then created and posted as entries, with full logging and archiving.
Security and admin utilities
Jobs that take hours of clicking through Sage 300 screens, done in one run. For example: read-only access across every module of an archived company, built from the users who had access before.
Sage 300 to Sage Intacct
Moving to Intacct? We carry Sage 300 data across as a one-time migration or a running link while both systems are live.
Custom connections
Anything with an API or a file drop can meet Sage 300 without a person in the middle: banks, corporate gateways, operational systems.
Old customizations, rebuilt
A custom Sage 300 program with no source code and no developer left to maintain it can be rebuilt against your current version.
Built for the multi-company case
Our Sage 300 extracts and imports were built for a multi-company group: several company databases, mixed fiscal calendars and scheduled delivery to a corporate SFTP gateway.
- Multi-company
- Fiscal-calendar aware
- Repeat-safe loads
- SFTP delivery
- Scheduled runs
- Logged and archived
Data out on schedule, data in without keying
Getting data out for consolidation is one half: a scheduled extract that pulls every company, resolves each one's own fiscal calendar and delivers files in the format corporate asks for. Getting entries in without keying is the other half: files from payroll or corporate systems, checked against live Sage 300 data and posted as journal entries. Here is what each one does.
What each half does
| Job | Reads from | Writes to | When | Safeguards |
|---|---|---|---|---|
| Trial balance extract | Each Sage 300 company database, read-only | Files in your consolidation platform's format, delivered by SFTP | On a schedule through the month-end window, or on demand | Each company's own fiscal calendar; replace-style loads, so a re-run never duplicates |
| Journal entry import | Payroll or corporate files, picked up by SFTP | Journal entries in Sage 300, through the Sage 300 API | Checks for new files every few minutes | Validated against live Sage 300 data first; a result log for every file; a failed file comes back with the reason |
From first call to scheduled automation
Scope
We learn your companies, file specs and cadence, then fix the scope and the price.
Build
We build against your real databases and real file formats, not assumptions.
Verify
You compare the automated output with the manual version before anything is trusted.
Run
The automation runs on a schedule, with logs and archives to prove every run.
Questions people ask
Can you automate trial balance extracts from Sage 300?
Yes. A scheduled extract pulls trial balance data across your Sage 300 company databases, formats it to your consolidation platform's file spec, and delivers it by SFTP. It is built for corporate platforms like OneStream, resolves each company's fiscal calendar rather than assuming calendar months, and uses replace-style loads so a re-run never duplicates data.
Can you import journal entries into Sage 300 automatically?
Yes. An automated routine picks up entry files from payroll or corporate systems, validates them against your live Sage 300 data, creates and posts the journal entries through the Sage 300 API, and logs and archives every file it processes. It is built to turn a keying job into a scheduled run.
Does this work across multiple Sage 300 companies with different fiscal calendars?
Yes. Multi-company is the normal case, not the exception. The automation reads each company's own fiscal calendar from Sage 300, so a company on an October year-end and a company on a calendar year resolve to the correct fiscal period in the same run.
Can you connect Sage 300 to Sage Intacct?
Yes. We build the connections that carry Sage 300 data into Sage Intacct, either as a one-time migration or as a running link while both systems are live. Each engagement is scoped at a fixed price, with a preview on your own data before it goes live.
What does a Sage 300 integration cost?
It depends on the number of companies, the file formats involved and how the data has to be transformed on the way. We scope each build at a fixed price after a free 30-minute call, so you know the number before any work starts. Typical ranges for each kind of work are in our pricing.
Stop being the courier between systems
Tell us about the extract you assemble by hand or the file someone keys in every period. We will show you what the automated version looks like.
